Pm2 Strategies
Plan context: PM2 STRATEGIES CASH BALANCE PENSION PLAN
EIN 46-2433008 • Westlake, OH • 7 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
7
2024 Assets
$1,040,028
2024 Contributions
$549,250
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 2 | 7 | $1,040,028 | $549,250 | $78,464iApproximate average salary by contribution assumption: employee only about $1,961,607 at 4% or $1,307,738 at 6%; with 50% employer match about $1,307,738 at 4% or $871,825 at 6%; with 100% employer match about $980,804 at 4% or $653,869 at 6%. |
| PM2 STRATEGIES CASH BALANCE PENSION PLAN | - | 7 | $987,986 | $501,000 | $71,571iApproximate average salary by contribution assumption: employee only about $1,789,286 at 4% or $1,192,857 at 6%; with 50% employer match about $1,192,857 at 4% or $795,238 at 6%; with 100% employer match about $894,643 at 4% or $596,429 at 6%. |
| Pm2 Strategies Profit Sharing Plan | - | 5 | $52,042 | $48,250 | $9,650iApproximate average salary by contribution assumption: employee only about $241,250 at 4% or $160,833 at 6%; with 50% employer match about $160,833 at 4% or $107,222 at 6%; with 100% employer match about $120,625 at 4% or $80,417 at 6%. |
| 2023 | 1 | 5 | $451,500 | $451,500 | $90,300iApproximate average salary by contribution assumption: employee only about $2,257,500 at 4% or $1,505,000 at 6%; with 50% employer match about $1,505,000 at 4% or $1,003,333 at 6%; with 100% employer match about $1,128,750 at 4% or $752,500 at 6%. |
| PM2 STRATEGIES CASH BALANCE PENSION PLAN | - | 5 | $451,500 | $451,500 | $90,300iApproximate average salary by contribution assumption: employee only about $2,257,500 at 4% or $1,505,000 at 6%; with 50% employer match about $1,505,000 at 4% or $1,003,333 at 6%; with 100% employer match about $1,128,750 at 4% or $752,500 at 6%. |
| 2017 | 2 | 0 | $0 | $20,074 | - |
| D. K. Jones Consulting LLC 401(K) Plan | - | 0 | $0 | $10,037 | - |
| D. K. Jones Consulting LLC 401(K) Plan | - | 0 | $0 | $10,037 | - |
| 2016 | 1 | 3 | $133,636 | $67,941 | $22,647iApproximate average salary by contribution assumption: employee only about $566,175 at 4% or $377,450 at 6%; with 50% employer match about $377,450 at 4% or $251,633 at 6%; with 100% employer match about $283,088 at 4% or $188,725 at 6%. |
| D. K. Jones Consulting LLC 401(K) Plan | - | 3 | $133,636 | $67,941 | $22,647iApproximate average salary by contribution assumption: employee only about $566,175 at 4% or $377,450 at 6%; with 50% employer match about $377,450 at 4% or $251,633 at 6%; with 100% employer match about $283,088 at 4% or $188,725 at 6%. |
| 2015 | 1 | 2 | $54,976 | $55,901 | $27,951iApproximate average salary by contribution assumption: employee only about $698,763 at 4% or $465,842 at 6%; with 50% employer match about $465,842 at 4% or $310,561 at 6%; with 100% employer match about $349,381 at 4% or $232,921 at 6%. |
| D. K. Jones Consulting LLC 401(K) Plan | - | 2 | $54,976 | $55,901 | $27,951iApproximate average salary by contribution assumption: employee only about $698,763 at 4% or $465,842 at 6%; with 50% employer match about $465,842 at 4% or $310,561 at 6%; with 100% employer match about $349,381 at 4% or $232,921 at 6%. |